>> plus on the go access to global market data, news and analysis as it happens. start streaming at cnbc.com plus. >> final trade mike wilson. walmart tim. >> nice having mike gilliard. >> karen decker's way three days at least. >> dan i'm long mike wilson 6500 call in the next year. >> all right. thank you for watching fast money. nice to have you mike. mad money with jim cramer starts now. >> hey i'm cramer. welcome to mad money. welcome to cramerica. my friends i'm just trying to

make you a little money. my job is not just to educate but to teach and entertain. so call me at one 807 43 cnbc or tweet me jimcramer. so the big bad bill aka one big beautiful bill has passed the house headed to the senate. and all i can say is enough already. we all know it's driven up interest rates. no one seriously claims this plump pulchritudinous legislation cuts the deficit. so it's also no surprise that the market didn't do much today, with the dow dipping 1.4% 1.41.4 points, the s&p edging down 0.04% and the nasdaq gaining 0.28%. that's what happens when you go out with a bang of banter and exit. whimper of windbags. in fact, this bill's ultimate passage was so obvious that even the bond market didn't bother to recoil. interest rates actually did the unthinkable. they went down, and if anyone in the house even bothered to read the bill, instead of just seeing how much their constituents could make

from it, they would have realized that there are many pro-growth provisions in here. we only talk about the salt deduction, medicaid cuts, but there are things in this bill that should entice businesses to spend fortunes, while families will be able to put money away for newborns. this is a super duper stimulus package. maybe it will help our country grow its way out of our balance sheet worries, but maybe not at all. times like this though, when some huge ugly event is at last over. i like to survey the battlefield and see who actually advanced the art trench through no man's land all the way to the enemy's trench. i try to imagine it's the first day of the somme and see who got across. weirdly, when i looked, i was shocked to find really a couple companies, but really only major one major company. nobody's talking about brave. the machine guns avoided the sheets of steel and cut through line after line of barbed wire to come through unscathed or maybe even stronger. and that company. ge voronova. that's right. the one

time redheaded stepchild of the old general electric before it was spun off as its own entity. look, they could have called it ge power, but i guess somehow in some alternate universe, voronova sounded better. hey, i've seen worse naming decisions. like the guy at warner bros. who thought that macs would be a better brand than hbo. oh by the way, in opponent, netflix is doing pretty well too. but everybody knows that. i say who cares? ge is the unknown soldier. okay, the one that got to the other side and i think is going to keep going. and that's what matters. so how the heck did it make it across no man's land? and why am i so confident that it's going to keep going? okay, ge is at the heart of every major power trend there is except solar, which is lucky because the solar stocks got eviscerated by the big ugly bill that just passed the house. consider the trends that this one stock embraces. first, the nation's sagging, aging, ossified, pathetic electric grid which was built for a country that had forgotten how to grow well. ge is trying to fix that.

see? they make turbines. now, i know it's. look, it's spelled t u r b i n e, but it's pronounced turbine. these turbines generate electricity from burning natural gas for a long time. our demand for electricity was barely growing, so the utilities didn't feel much pressure to order new equipment. actually, this is put this way, the turbine business. it was disastrous. i mean, they were getting killed, and it really just amounted to a servicing enterprise. then one day, jensen wang's nvidia created a semiconductor monster that says feed me, feed me while it produces knowledge. it's a generative intelligence machine that eats more electricity than anything. ever come out of silicon valley times ten? when you hear data center, you should be thinking it's synonymous with the turbines needed to keep the lights on. these things are insatiable. let's hope the little shop of horrors metaphor only goes so far. there's a very good chance that the hyperscaler data centers, google, amazon, meta core, we've power guzzlers all get their electricity by burning natural gas with ge

bornova's vast engines, and in the future they might be buying from nuclear plants. that's also, of course, run on this company's technology. so how do we not know of this gem of a business before? simple, because it almost didn't happen. ge is power division was a cast off when the brilliant larry culp took over as ceo and decided to break up the entire company. in my many meetings with larry, he always promised me that one day this division would stand on its own. i always chided him that he should just cut his losses. visionary that i am. and then the data center came along so that our nation's stagnant demand for electricity started growing at a 5% clip. oh, my. >> buy buy buy buy buy. >> and so, of course, to ge, which had been living hand to mouth and now has more orders than it can handle. it's just an incredible transformation. yes, larry got the last laugh. that's trend number one. trend number two. these monsters can cost up to $50 million. if you have a trade surplus with our great nation. and you would want to make nice with our government. you used to do it by picking up

some planes from boeing. even the smaller 737 max goes for about 55 mil. yeah a throw. right now, the world is shaking at president trump's edict that our trading partners better pay up or suffer the consequences. now, if you don't need planes, you got something else you can buy ge turbines. given that the president wants these countries to build data centers, it's an easy call to order some turbines. that way, they can say that they're shrinking the trade surplus pronto. two trends. okay. not enough for you. did you see the other day, the tva? yes. the old tennessee valley authority submitted the nation's first construction permit application to build a small modular nuclear reactor. and who has that contract? the only company in america that can build nuclear power at scale. ge ivanova energy. nuclear has been red hot in recent years. the people who buy quantum computing stocks and flying car stocks and pounds here have also gamestop have bought anything nuclear too, to the point where they're practically meme stocks. there's just one problem the meme nuclear stocks are so overvalued that it's painful. >> the house of pain. >> but not chive or nova. it's a

real company. how refreshing. >> that was easy. >> in the old days when i was a hedge fund manager and i saw stock like this, i wouldn't even bother examining it. i might not even care that it's going to do 36 or $37 billion in revenue, 2.2 to $2.5 billion in free cash flow. i just try to figure out how big the opportunity might be and then work backwards. i think the nat gas for data center nuclear opportunities are some of the biggest out there, and ge dominates both of them. so the tariff avoidance theme, they got that too. i was a skeptic about nuclear power because the ceo, scott shriner, told me i was too bullish about it when i interviewed him back when ge became public. scott's not dissuading me anymore. the opportunity is now, and after i traced out the opportunity, i put a price tag on it. that's what i would do with the hedge fund. then i'd look at the company's current market capitalization and puzzle over what was it really worth? how about that disparity? as i said yesterday, when jeff marx and i ran the cnbc investing club monthly meeting, which i wish you would listen to, the possibility of what could go right at ge is so incredible that the stock's value just can't measure up to the opportunity. the bottom line no

wonder when i surveyed the battlefield, i could only find one soldier left standing that i liked, one that fixes trade surpluses, restarts a new nuclear trend, and solves the conundrum of powering the data center and firing up the growing electric grid. ge is made for this moment. this is the one big stock that survived the making and passing. at least in the house of that big, beautiful bill. and i bet it keeps winning. mark and i are mark. >> hey, jim, that was very informative meeting yesterday and i was able to take advantage on the trade alert today in a small way. >> oh, excellent. and we should have another one tomorrow, so stay tuned. how can i help? >> okay, i'm calling about a company that has a big footprint in my hometown of waterloo. they reported in early may, had a flat top line from the same quarter of the previous year. they had margin expansion, their

eps adjusted eps was $0.92 exceeding estimates, but their share price has fallen from the 62 to $64 range to the mid 50s. now it has a 4% dividend. but but is it going to get involved with the new process? food fight. where's tyson going to go? >> that's a tough one. you know i've always felt that tyson should be much, much higher, but it doesn't have the earnings power for me to be able to say that. i think you got to i think you got to put this one on hold. i don't see it presenting ourselves any great opportunities at this very moment. now i want to go to brian in oregon. brian. >> hey, jim, thanks so much for the education on the bond market the past few days. i learned a lot. >> sure, brian. thank you. what's going on? >> i've been holding the stock all the way up and down through the pandemic. it has been. it's down 83% from the 52 week high with a 16% short interest at a recent pop in the past week. what do you think about moderna?

>> there's got to be some value in moderna. there just has to be. but i've been against this stock for so long. i first discovered it at 18. maybe that should be the price target. a stock like nova is the one that's standing out right now. it's got multiple factors going in its favor at a time when everyone else seems wary about the big, beautiful bill. well, mad money tonight, williams-sonoma took a dive today, despite an earnings beat. i got the ceo to hear if this pullback could be a great time to buy, that could live nation be music to your money's years. i'm seeing if you should have a front row seat to the stock and later, from aging to gop ones, i'm getting looks at the medical space with cardiologist and author doctor eric topol. so stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question tweet cramer hashtag mad mentions. send jim

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that's 1-888-324-9109. >> what a wild day for the stock of williams-sonoma. the home goods retailer also owns pottery barn west elm. this morning, williams-sonoma reported what i know is a good quarter, but because the gross margin came in a tad late, stuck at hammer at one point, it was actually down 12%. then williams-sonoma held a conference call. management had a lot of positive things to say about the state of business. stock bounced back, finished the day just 4.5% down. that's why i always tell you to wait for the conference call before you decide to do anything. so could this pullback be a buying opportunity? let's check in with laura albert, the bankable president and ceo of williams-sonoma, to get better in the quarter. welcome back to mad money. >> thanks. thanks for having me,

jim. >> okay, so, laura, i want to start with something that's a little different from the way i normally would with a company that's known as a home goods furniture company. you have something called bottlerock that's coming up this weekend. this has gone on since 2013. last year, 120,000 people there. this tells me this is what i think of now, of the new way that you're positioning williams-sonoma. tell us about bottlerock. >> well, it's an amazing weekend and i wish that everybody could enjoy it. you can definitely come on to our social channels and see what we're doing. but what we have is a three day music festival in napa, where we actually are hosting the culinary stage. and so we put together combinations of people celebrities, rock stars, athletes with your favorite chefs who happen to be our partners. and this year we have people like trisha yearwood on our stage and bobby flay and morimoto, and they're right there, and they're they're talking about what they're doing. and in many cases, they're talking about the food you can actually buy in the

williams-sonoma store and how they've created it. >> well, to me, it says what williams-sonoma is not a furniture company, and that's a misnomer. what it is, is a company that is trying to think about the future, which also includes what your home should look like, but also what your food should be, what your holiday should be. which is why i thought it was a little ridiculous that it all came down today to a couple of points of gross margin, which were actually temporal. i think that you're going to solve the problems that may have caused that which include the tariff, and you've already mitigated a great deal. >> yeah. i think you got to remember, too, from 2019 to today, we've more than doubled our operating margin. and we this year are guiding to basically flat to last year with the tariffs in there with the tariffs in there. and that really points to the power of our operating model, our multi-channel platform and our sourcing structure that allows us to go direct to vendors and give the customer incredible value, but also it gives us flexibility. when things change and we have to move goods, we

can do that better than most people. >> well, you also had beat estimates of different divisions. it actually kind of an insane beat in pottery barn, pottery barn kids. i mean, these these are just the biggest beats i've seen you. williams-sonoma, up 8.1%. i mean, how are you able to make these tremendous leaps versus what the analysts are looking for? >> i think you said it earlier. you know, people love their homes, they love entertaining and they love cooking. and we bring all that to life. and what we've been doing. our return to growth posture is all about innovation and more innovation. and it's bottle rock every day at williams-sonoma. and that we're bringing this excitement, these stories to life in our stores. and people come in and, you know, your mind might be elsewhere and you come in and when we're doing a great job, it should take you away. right now, if you go into pottery barn, you'll see the most amazing coastal product. everything you need and don't need that you want to make your house more

summery. and that is it's a it's inspiring, you know, and that's what we try to do every season, bringing in this newness and then coupling it with very strong collaborations, which drives new customers in. and then, you know, we have our other growth strategies on top of our brands that extend them, including our b2b business, which is an extender for all of our brands. >> i love that business. i love the business of getting these hotels, but you really are in a category of one now, i am remiss, i mentioned today to our office, which is, you know, is filled with young people. you know who we are. i said, okay, what the heck is this love shack fancy? this is i mean, like, i look like i really belong in sunrise senior living. when i said that this is what everyone is talking about. >> well, here's the good news, jim. you are wearing the love shack fancy color today, which is pink and love shack fancy. just incredible designers and their esthetic is very feminine. it is really on trend. it is young, it is fresh and it's

really selling. it sold really well in our pottery barn kids and teen businesses. and we're seeing great success in pottery barn now. >> so how about these when we talk about i don't want to over i this hospitality space is huge about saint regis, auberge westin. so many of these this i don't in the time since we've been talking i this is a list and then tulane i mean you are now doing things that no one else is doing. i don't even know who's up for these contracts besides you. >> well, we don't want to take anything for granted. i think why people keep coming to us is we can do from soup to nuts. we can do the whole thing and make it easier for them. we give them great service, we give them great prices, and they can also design with us. so we have been working with some of them to not just give them what we already offer, but design something that they specifically want that's unique for them. >> well, it works. so i want to talk ai for a second. i remember i went to your west elm store in summit, and i found myself

lifting a couple of chairs to see how they might look in my place, carrying chairs down to a major thoroughfare, summit avenue, looking like someone i just absconded with chairs. i guess i could now look at my chairs in ai and not feel like such a jerk when i carry them. >> yeah, i think the thing to just always remember for us ai is to improve the customer experience, right? that's everything we've always done. and now ai is going to allow us to do that. even better, not just in the design which you just talked about and all the opportunities with design, but also in the delivery and the returns and all the pieces of our business that were more cumbersome. ai is going to help us do a better job. >> now, lastly, i do want to mention you did address the tariffs at length on the call. you've been able to resource. you've been you're pretty much all over the map now. you've still got a lot of china. what's it like in the front lines. you trying to get things at a place that have the lowest tariffs. you can create the best value for the consumer. >> well we've been busy and

we've also been reminded, you know, it's important to have that flexible mindset but also to have options and sourcing, and particularly with our big programs to have have different alternatives. and you know, we've also been looking at, you know, how do we manufacture more in the united states. so right now we have most of our upholstery being manufactured in the united states and assembled in the united states. and we have also rejuvenation, which, you know, is our fastest growing small brand, is assembled in portland, oregon. and that has been really fun to build, and it's been doing well and it's been doing great lately, and it's part of our strategy also to, you know, reduce some of the other numbers and increase the made in the usa and the assembled in the united states. >> laura, will you let us go to one of your places in america so we can see what you're up to? >> we would love to show you that. >> i think we got to do it. fantastic. laura alber, president and ceo of williams-sonoma. thank you, laura, for coming on. it's great

to see you. >> great to see you, too. thank you. jim. >> back after. >> the break. >> coming up, could this stock be a ticket to gains in an uncertain market? cramer checks in on live nation amid a murky macro backdrop next. >> we created the club to give investors more confidence in their investing decisions. >> there's a lot of learning that can happen by just listening to jim and jeff in the morning gives you a diversification of your portfolio. the return on investment for the club pays for itself. >> jim cramer is the benefit you get that you can't get anywhere else. he has a unique ability to know the market, explain it to people. it's a great value. >> get invested. join the club today. go to cnbc.com. join jim. today. go to cnbc.com. join jim. on (vo) weight loss. for so long, i felt stuck. but zepbound means change. zepbound is for adults with obesity to help lose weight and keep it off. it's changing what i believe is possible

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from april's lows yesterday reminds us that it doesn't take much to crush the averages, doesn't it? the future's a little murky. the bond market is hostile, so we need to rethink what can work in this environment. like i said at the top of the show. that's why i want to revisit some of my long term favorites to make sure they can keep winning. which brings me to live nation. bye bye bye. live nation entertainment, the live entertainment company comprised of a core concert production business that also owns a bunch of venues and ticketmaster and an unappreciated advertising business. this is a stock that you know, i've liked for a long, long time, and it's been a huge winner over the years. really well managed. that includes, by the way, a 41% gain over the past 12 months, trouncing the s&p 510% gain. we last checked in on live nation about six months ago. speaking to ceo michael rapino in one of these venues in brooklyn. beautiful theater redone. oh, he told a great story, explaining that consumers are prioritizing live music, driving incredible demand

for concerts and shows, and stressing that his company has become a key partner for artists now that they make the bulk of their money from touring rather than selling music. if you bought the stock back, then you're up 11%. s&p is down 2%, but given everything that's happened this year, there are some pretty clear reasons why you might worry about live nation in this environment. let's say the consumers cut back on discretionary spending. that can't be good for selling concert tickets. could it be that the price these days. and that's why the stock plunged from 157 at its highs in february to around 112 of its lows in march. now it's rebounded from there but quickly revisited those lows after the liberation day tariff announcement in early april. since then, live nation has made a comeback along with the rest of the market, climbing back to the mid one 40s today. but did it deserve that kind of bounce? well, let's look at the numbers. live nation reported at the beginning of the month in the heart of earnings season, so it's worth circling back to see what the numbers can tell us. the revenue was down 11% year over year, weaker than expected. but their operating income was

substantially better than expected. and that's despite a significant currency hit. live nation said this was the, quote, best ever first quarter for the core concert business. although the concert revenue was down 14%, they said they had recorded first. they had record first quarter adjusted operating income of $7 million. when wall street was looking for $104 million loss. managers said they've seen substantial growth in international markets, most notably latin america and asia pacific. that sounds good to me. of course, live nation is indeed a seasonal business. it makes most of its money during what it calls the summer concert season. so what we really care about is the story management told about the future. it's always the future and they seem to be in good shape heading into the most important time of the year. as ceo michael rapino put it, quote, 2025 is shaping up to be a historic year for live music, with a strong start having us on track to deliver double digit growth in operating income. end quote. he goes on to say, quote, as more artists tour the world, fan demand is reaching new heights across ticket sales,

show attendance and on site spending. ticket sales are pacing well ahead of last year, with deferred revenue for both concerts and ticketing at record levels. end quote. sounds good to me. meanwhile, live nation has been acquiring or taking control of many venues. i, like this company, expects that the number of fans attending shows and its operating venues will be up double digits this year. that's nice. looking a bit in the future, they plan to open at least 20 large venues across the globe over the course of the next few years. large means stadium sized or similar because there's just that much demand for concerts. very few companies have that kind of demand right now. on the conference call q&a session, the analysts really pressed management about the state of demand for both concert goers and advertisers. but rapino was emphatic that the company hasn't seen any weakness at all to date, including with the slate of conscience that just opened for sale in april. for everybody from lady gaga to mumford and sons. as rapino put it, quote, we haven't seen a consumer pullback in any genre pub, theater, stadium, amphitheater. we haven't seen it at all happen yet. end quote.

and live nation's advertising division is doing well too. in fact, 80% of its sponsorship business is already contracted for the year. the stock jumped nearly 2% the next day in response, and now it's up 10% since the quarter. even after giving back a bit of ground this week, like many other stocks, i think the stock's deserved a roar because of the main question for live nation was whether the softer economy would start impacting their business. well, the answer at least, is three weeks ago was an emphatic no. and that's why i think the stock still very much works in this environment. beyond that encouraging update about how the business is holding up, i come back to the core reason, core reason why i like live nation. it's a secular growth winner, thanks to major structural changes to the music industry over the past decade. for decades, musicians have been most of the money selling records or cassette tapes cds. then we went digital, and for a while they could make big money selling their songs online. but with the rise of music streaming platforms like spotify, they're making much less money from music sales, which means most of

the revenue comes from concerts. and the demand for live music is clearly there for consumers. we know this. i think live nation is the best way to play this theme, and the company continues to grow its share of the concert industry as it builds or requires more and more venues. it's the best way to play any music. it may be the best way to play any entertainment. there are certainly some things that could potentially derail it, though. if we start to see, say, a market rise in unemployment rate or a real pullback in consumer spending, not just a downturn in consumer sentiment, but a noteworthy decline in actual spending. then live nation stock would get hit. but we haven't seen anything like that today. you also have to keep an eye on regulatory risk with live nation because its business is so good. there are legitimate antitrust concerns. biden's justice party tried to break the company up because they thought it was anti-competitive. for a huge venue owner to also own ticketmaster, ticketmaster. i will say this ticketmaster service fees are pretty darn high, but that's what makes this a great environment. and with the trump antitrust guys taking over, i'm much less concerned about a crackdown on live nation. here's the bottom line in this tricky market, and it's

important to check in on even the best stories, because you have to make sure that they still work in a brand new environment. when it comes to live nation entertainment, i still think we've got a big time winner on our hands. let's go to joe in florida joe. >> booyah jim this is joe from ocean village in fort pierce florida. >> good to have you on the show. >> joe i'm 83 years old and last week i sold my largest holding which is at&t, because i had a nice profit. i didn't want to lose it. i bought 4.2% cds instead for the safety factor. do you think that was a wise move or a bad move? >> well, first we don't want to second guess. i happen to, but i will tell you because i got to tell the truth. i came out in came out this morning very much in favor of at&t because of that 4% yield. but there's lots of other 4% yielders around these days. and it's not look your age, you're young. okay. you got to keep thinking that we're going to live and live and don't bet against ourselves. so i think that you could go and

maybe next new money, put it back in stocks. don't put it in cds because i think you i think you deserve some upside. let's go to chris in california. chris. >> hey, jim. how's it going? >> chris, how about you? >> i'm doing great. i'm doing great. i'm a 19 year old investor. i've been investing for about two years now, and i've just recently started watching the show, and i wish i found it sooner because i've been loving it. i've learned so much. and you make learning about investing so fun, but. >> well. >> i really enjoy it. >> thank you chris. you know, it just makes me so happy to hear that i want people to invest early. you got your whole life ahead of you. you got the power of compounding. you can really make some big money. let's go to work. let's go to work. >> all right. the stock i got for you today, it's in that £0.15 e ratio. i see a big long term growth opportunity with it. just in the last month. it's up near 20% jim i'm talking about uber. what are we thinking?

>> i'm thinking that even uber is up 45% for the year. you ain't seen nothing yet. i think the stock can go much higher over multiple years. and congratulations at 19 putting money to work i'm going to tell you something. you're going to make a ton of money. and that's how it should be because you're tough. you're investing right now. you're not just spending your darn fool head off. i like that. all right. between consumer demand, venue acquisitions and a positive outlook from management itself, i think live nation, michael rapino they're proven winners. much more mad money ahead, including my check in with doctor eric topol on the latest headlines in health care. and a secret stock that comes out of it. plus, i'm giving you a read on the retailers after some recent standout reports and of course, your rapid fire calls. lightning round. stay real quick. i get my ideas from mad money. everywhere i look at everything as a stock. i study it all the time. my viewers are my bosses. you come to my show and you learn how to do stocks. >> mad money weeknights 6:00 >> mad money weeknights 6:00 eastern, where are all the animals, dad?

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>> earlier this month, my good friend doctor eric topol, the renowned cardiologist who's the founder and director of the scripps research translational institute, released a new book. it's called superagers an evidence based approach to longevity. i loved this book. it's a lot of things. it's an overview of some recent breakthroughs in longevity, a how to guide for people who want to reduce the toll of age related diseases. and what an entertaining read full of great anecdotes, but also all hardcore empirical data and candid opinions from the doctor. i can't recommend it enough, which is why i am thrilled to have doctor eric topol on the show, to talk more about what's in the book and what what can give you hope. and i got to tell you, could give you agita and something worse. super agers. doctor, welcome back to mad money. >> great to be with you, jim. all right. thank you. >> doc, i want to start right there. i love this book. and i

want people to know right now what's the number one thing they can do to live longer? and what's the number one thing they can do to cut their lives short? >> well, we've had this myth that our healthy aging healthspan was very much due to our genes, but we did a big study in 1400 people who were average age 87, all the way up to 102. and we did whole genome sequencing, and it wasn't in their genes. so it's really right now we can do a big thing about our lifestyle. and if you pay attention to all the critical things that we've learned in lifestyle, you can add 7 to 10 years of healthy aging, which is without the three big diseases cancer, cardiovascular and neurodegenerative. so we got some real opportunities here. >> now you do say and i this is my feeling. one of the takeaways alcohol may be after tobacco. and you even had something that was actually good to say for one moment for tobacco. but alcohol is the thing that everyone

should stop and they should stop right now. shouldn't they? >> well, it's certainly down to the moderate levels. you know, depends on the report you go by that the three that came out this year. but one of the things that's important, jim, is that each of us has a different response to alcohol. right. and so this prescription for the entire species is a little is a little strong because some people would any alcohol would be a problem. other people moderate. drinking less than seven drinks a week would be okay. so part of the problem we have here, the data are mixed. and we have this thing about one size fits all, which is one of the problems we've had for all these things, whether it's nutrition, type of exercise, you know, it's much more to be individualized. >> now, the one thing that i think does not is not one size fits all, but one, but seems to have something good for everybody, particularly when it comes to compulsion. are the gop

one drugs? >> yeah, this is the most striking drug class, i think, in medical history, and i'm not one that's especially pro pharma. but the data are extraordinary, as you well know. but it isn't just because of the weight loss. and of course, the long track record to help for type two diabetes. but it's also because now we're seeing the effects not just in the kidney, the liver, the heart, but now the trials ongoing in alzheimer's. and what's striking about these drugs is that even before there's any weight loss, there's signs of reduced inflammation throughout the body and in the brain. and so that's why there's a real good chance they're going to hit for alzheimer's. and even if the current trials that are finishing up, we'll know early next year with ozempic, there's even more potent drugs that are going to be tested. and not only that. what's amazing, jim, is these gut hormones that talk to our brain and to our immune

system. as you know, there's a lot more than just the ones that are out there right now, which is just really two of them. there's going to be a whole blossoming of several more and combinations of these. and so unquestionably, we're going to see these potent anti-inflammatory drugs that are going to make these three big diseases that we can prevent a great opportunity for the future. >> now one, something else i want everyone to know that they can start doing right now. maybe go to bed a little earlier. i found the book. it did worry me, doc, because i used to not sleep on tuesday nights. that not kidding. i just felt it was wrong. and i take, you know, sleep two and four hours. but maybe i'm an anomaly, but i feel badly about what i've done to my body. you even mentioned that those who do all nighters have gene have imprints on brain that aren't good. so sleep is something that most people should try to get more of. >> yeah, and it's a there's a lot of aspects about that that

are really important. i'm so glad you mentioned it, jim, because it's we want to get deep sleep. that's when these lymphatics in our brain, like the lymphatics in our body, clear all the waste, the toxin metabolites from our each night, from our brain. and so if we don't get enough deep sleep, especially as we get older, when we start to have a decrement of that, that's a real problem. it's a set up for more likelihood of developing alzheimer's and all these age related diseases. the other big thing to emphasize that you touched on is regularity. you know, we need to be kind of on a clock, a circadian rhythm. and so going to bed on a regular basis, ideally a bit earlier than you might think, is going to be also really important. and by the way, these correlate not just with brain health avoidance of alzheimer's, but also cardiovascular and prevention of cancer. so this is something that i think we've only learned about in recent years, particularly because of this glymphatic clearance of the

waste products from our brain. >> after all of the studies you've done and looked at and they're all over the place, would you ever suggest that we should have an age limit on the presidency? >> well, that's a really good question because again, it's not that one size fits all. you know, in the book i present a 98 year old woman. lee rochelle, who is extraordinary. and she's this super ager, never been sick in her life, and she is as crisp as you could imagine. we had her at our conference here yesterday at scripps research. and i mean, she took questions and she is. so could she be a president? 98? totally incredible. sure she could. the problem is we don't have enough healthy agers. super agers like her. that's what we got to go after. and we can do that now. and the reason we can do that is because of the convergence of ai, multimodal ai

with all the data layers of each person to be able to say, you know, jim, back when you were, let's say, 40, 50, in the next 20 years, this is what you have to be on guard for. and then we get all over it in a high gear prevent mode. we have the ability to do that. now, of course, it's never too late, but we're not doing it. and we have never amazed. amazing. all these years of medicine. we talk about prevention. you know, it's we've never walked the talk and we have the ability to do that now. >> well, i've got to tell you, doc, this book is going to not save lives. that's it's going to make people live much longer if they read it. because it's not just genes, it's your actions. and that was the most important takeaway of this book. doctor eric topol, scripps scripps research and the author of super agers, which i regard as a must read. i don't put many books on the show, people. i put this book in the show. thanks, doc. really appreciate it. >> oh, thank you so much, guys. >> i don't know, how about

adding 5 or 6 years to your life so you can keep watching me back after the break. >> coming up cramer takes your calls and the sky's the limit. it's a fast fire lightning round. next. >> for me squawk box is breakfast with the most interesting people in the world. >> it's a privilege to get to talk to them every day. >> it's more entertaining than any other morning show, but you might get some useful might get some useful in (jerome) we, the lazy, declare that we will recline when we feel inclined. (phoebe) we've checked off our to-do list. (jeremy) now we're checking off our to-don't list. (lyn) we, the lazy, are taking back lazy... (hernando) ...on our la-z-boy furniture. (vo) la-z-boy. long live the lazy. our new book shows you how our

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pfft ... every corner? every corner, nick. ow! so kate in hr ... hey kate. can focus on people, not process. oh actually, i have a question ... keep up, nick. do you have to be sick to take a sick day? patty in it is using ai agents to deal with the small stuff, so she can work on the big stuff. agents like secret agents? secret agents i control. with your mind? you know ... i played a secret agent once. - we know. - oh gosh ... i liked it. over here, ai gives tina the info she needs to get the job done. nick, what did we say about touching? no touching. good. ai helps jim solve customer problems before they're problems. for reals? for reals. for reals. servicenow is the only platform that connects every corner of your business, putting ai to work for people. oh, so we all work better, together! my work here is done. excuse me, which way back? uh, follow him. when i started walton goggins' goggle glasses, i needed a website. and godaddy airo uses ai to make a beautiful website so fast

it'll blow my customers' noggins. while they're shopping for goggins for their noggins. ♪♪ consistent growth, more wins. find more winners with vector vest. lightning round is sponsored by charles schwab. trade brilliantly. >> it is time for the lightning round. let's talk about bye bye. the time i. and then the lightning round is over. are you ready, ski daddy? time for the lightning round. let's start with charlie in rhode island. charlie. booyah! mr. cramer

from. >> rhode island. first time caller, long time listener. excellent considering the budget bill. low lower oil prices and tariffs. what do you recommend on cop. conocophillips. >> i talk to you. i think the best of the lot these days. i just want to stick my head out and get it cut off at a time when i think that opec plus is going to do another big slug of oil, making it making oil go through the 60 level. i need to go to gary in alabama. gary. >> hey, jim, thanks for taking the call. look, i bought this stock back in december and i bought it a little high, so i guess that's that's on me. but i want to know what you think about this. should i buy more? hold or sell? verdict. >> which one? oh, i like verdict. i like for now it's bounce well off the bottom. but it's got dave cody as the chairman. and we have mr. albertazzi on the as the ceo. here's what you need to know about this. this company has

incredible demand. and therefore it's just if i see that kind of demand and they have good gross margins, i want to own the stock. let's go to jason in florida. jason. >> yeah. jimmy, how are you doing? >> i'm doing well. jason. how about you? >> good, good. hey, just a quick shout. >> out to my girlfriend kelly, but i'm calling in regards to the medical properties trust and p.w, it looks like they're. >> no, no, with too much risk. i don't want you and kelly to the girlfriend. kelly the girlfriend. i don't i don't want you and kelly in there. don't be. don't be fooled. don't be. don't reach for yield. 7%. no, no, no. if you need yield, just go by our realty income. okay, let's go to brad in florida. brad. >> hey, jim. >> how are you doing today? >> i am doing well. how about you? >> oh, i'm. i'm fine. i'm 67 years old and retired. i'm a big fan of your show, and always make sure to watch it daily. >> oh thank you man. please keep watching i appreciate that. thank you. >> okay. thanks. i remember back in 2019 when you called dew

point a chicken cyclical. i was always wondering i should buy it at current level for my portfolio. >> that one is on nucor. you know, nucor is a very tough. let me let me just go over this for a second. nucor sells at a price that looks very cheap. but if we have a recession people keep dumping the stock. i want you to own this for the long term. i think it would be a terrific situation, but don't expect it to turn up anytime soon because so many people think we're going into recession. and thank you for the kind comments. i really appreciate it. and that, ladies and gentlemen, conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, why are some retail names moving higher after earnings while others remain at a standstill? cramer is revealing why the devil's in the details. next. >> booyah, jim. your integrity

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it! i picked the boring one. >> otter. the ai meeting agent. >> i got to be passionate about everything i invest in. >> you want to know about passion? well, i'm not sitting. waiting. >> this is my passion. >> i don't have any doubt in my mind that you're going to be insanely successful. shark tank. coming up next, cnbc.

>> when breaking news or market volatility affects your portfolio, we are there for you. >> what i learned from jim is that, you know, to stay calm, not react to any single event, but really have a longer time horizon. >> go to cnbc.com jim. >> if you want to know what makes a successful retailer, all you have to do is read the conference calls. everything's on display. no secret sources. i'm always telling you to read these scriptures. that's how you spot the best companies. of all the industries i follow, retail is probably the easiest to get your head around because you're the customer. you can see what you like with your own eyes, and then see if it's backed up by both the facts and the performance of the stock. i want to highlight to you three retailers that reported excellent quarters in just the last couple of days, and only one was recognized as fabulous. that's urban outfitters. one's holding on with its fingertips. that's rl ralph lauren. and then a third tjx that's getting sold

off yet. i think now the best buying opportunity. let's first see what they have in common. they let's start with this. they each have their own value proposition. urban outfitters is made up of its eponymous flagship store along with anthropologie free people. they're all doing incredibly well, but when i listen to the call, i am struck by one particular division newly. that's annual y. this is urbn's apparel rental business for women, and it's growing at a stunning 60% clip. now, every single one of the divisions had positive same store sales, but up 60% even on a small base. that is stunning for $98 a month, newly lets you rent six items a month and you can buy them at discounted prices if you like them after you wear them. free shipping back if you want at a time when clothes can eat up a huge chunk of your disposable income, i think this is the answer. that's value. next, we may not associate ralph lauren with value, but that's completely wrong. unlike pretty much every single retailer i follow, rl has iconic brands

that never go out of fashion. they call it timeless. they're right. i still wear lauren's stuff i bought 20 years ago. that makes it valuable. and then there's the king of value tjx. while the stock went down today and has been going down since the quarter reported, keep in mind that it regularly sells off after the quarter. as i said to you, even when the earnings are good, tjx is a simple story. the values here are extraordinary because they're selling merchandise. distressed retailers had to rapidly get rid of either to bring in new inventory or to pay the bills. i like it much more, for instance, than ross stores. also in its cohort, which really disappointed this very evening, as opposed to the faux disappointment for tjx, tj maxx, homegoods, marshalls. they're great value for all income groups, and that's kind of what makes such a great shopping experience. tjx told us that things are going terrific just right now. great guns. i'd say, what the heck is the stock down for? it is time to buy it. it's one of the most successful retailers of all time. said the same to club members. yes, we've had a position pretty much since we had the trust. second thing

that these things have in common they're all deft sourcers. they know how to source at a time when you have to cope with tariffs. all three learned from covid. they know how to get what they need from all different places. china does play almost no role with any of these. tjx in particular largely buys from goods from other retailers, meaning somebody else has already paid the tariff. third, unlike so many big box retailers, these all have a lot of room to expand. ralph lauren's right now in expansion mode talking about winning key cities, opening 83 new stores all over the world, including san francisco. against the grain urban multiple brands can be put up everywhere, and the company is constantly developing new concepts like fp movement. that's a sister chain to free people that stresses activewear. instant hit tjx the company has more than 5000 locations, and management thinks there's room for another 2000 on top of that. now, some of their brands are dramatically under-penetrated, especially in europe. again, that's why i think tjx stock represents the best value right

now. look, there are a ton of terrific retailers, but these three really put up amazing numbers and only one is being recognized. i say that's an opportunity because it's just a matter of time before wall street realizes that the kings of retail came out, showed you their best stuff this quarter, and you want to get into all of them before everybody else figures out what i just told you. i like to say there's always a bull market somewhere, i promise, just for you right i promise, just for you right here. mad m narrator: tonight on "shark tank"... who wants to jump on board this groovy train with us? john: that is the money shot. your money -- we need it, lots of it. you scare the crap out of me. [ both laugh ] i'm talking about investment in our fathers and our children. what could be better than that? i went online, tried to see if there was a patent out there. when it came back, i thought, "okay, we need to go for this." you will never work for anybody for the rest of your life. wow. you sold your homes to start this business. -ooh! -it's okay. narrator: and later, the sharks give advice on how to cope with the financial fallout